Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™


  • University of Central Florida; BSBA in Finance
  • Pensacola Junior College; Physical Therapist Assistant Degree

Awards & recognition

  • Ameriprise Financial Top Achiever Award, 2013, 2014

Previous experience

  • Medical Sales-Durable Medical Equipment, 8 years
  • Physical Therapist Assistant, 12 years

Community participation

Volunteer coach with the Winter Garden Little League.

Member of the UCF Alumni and Business Alumni Association. Member of the Finance Major committee and mentor to UCF Finance students.

Participate in the Ameriprise National Day of Service Volunteer program.

Volunteer at the following:

Give Kids the World


Second Harvest Food Bank


  • I'm a native Floridian and have lived in the Central Florida area for that past 45 years.
  • I enjoy golfing
  • Orlando City Soccer season ticket holder
  • UCF football season ticket holder
  • I enjoy reading